The site for Paraplanners and Paraplanning in the UK
From the category archives:
There is a broad spectrum of approaches to risk profiling. How far along the spectrum should advisers go in turbulent times, asks Cathi Harrison of Para-Sols?
One of the most striking and interesting aspects of financial services I have noticed is the huge variations that can still be found between firms and the way they operate.
The [...]
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Martin is the featured paraplanner in Professional Adviser this week which has recently introduced a paraplanner section. It’s good to see another publication recognising the importance of paraplanners and dedicating resources. Here is what he had to say.
Martin Vaughan is founder of Paragon Paraplanning. He is also co-founder of theparaplanner.com, the UK’s first website dedicated [...]
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Freelance paraplanner Cathi Harrison has been shortlisted for an entrepreneurship award just three months after starting up her own business, Darlington-based Para-Sols.
She made it through the first round of the Shell LiveWire Young Entrepreneur Awards and stands to win £10,000 if she scoops the award. She will have to pitch her business to the [...]
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This week I had the pleasure of attending the Nottingham Insurance Institute’s Annual Dinner and I would like to thank all those involved for such a well organised and well run evening.
I must admit I was surprised when I received an invitation to attend having never had one before but not being one to miss [...]
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I write a fair few reports each week and sometimes my brain and fingers don’t seem to talk the same language – I think something and then type something else. Other times, I know exactly what I want to say and then type it confident in the knowledge that what I have typed clearly explains [...]
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We continue our series of interviews with a paraplanner to gain an insight into his or her career, working day and top tips for the rest of us. This week features Heidi Witham who runs her own freelance paraplanning business. If you would like to feature in this section in the coming weeks and [...]
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My first full week.So that was it! The end of my first week as a fully fledged Freelance Paraplanner and what a start to the week I had.
I was unlucky enough to be struck down with ‘flu. (It really was flu as well not just man flu!!) Saturday was spent unable to move because I [...]
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Life as a Freelance Paraplanner
Martins Blog:
Star Date: January 2009
Mission : To boldly go where no man (or woman) has been before (well except Roger and Richard and Emma and Emma and Heidi and …………..)
As a paraplanner of some years standing there are many, many aspects of the role which I really enjoy and had often [...]
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We have been asked by several people to set up a category for paraplanners working on a freelance basis and so here it is. We will aim to add articles specific to freelancers and also those running or working within an outsourced paraplanning business as there are a growing number of these including mine! We [...]
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